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Deleting Receipts & Expenses from the Wallet

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Receipts and expenses added to an expense report move out of your My Certify Wallet to the expense report. You can easily delete them from your My Certify Wallet, and it does not affect any expense reports being processed.

This article shows you how to delete an item from your Certify Wallet.

Please Note: Your organization may restrict the ability to delete imported credit card expenses from Certify. If you need to delete a read-only expense, contact your Certify Administrator.

Step 1: On your account homepage, under My Certify Wallet, select More Items.

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Step 2: On the Certify Wallet, select the checkbox of the receipt or expenses you want to delete.

To select multiple items, select the checkbox next to each one. Or to select all, choose the top checkbox.

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Step 3: Click Delete at the bottom of the page to remove the selected items.

Please Note: Corporate credit card transactions cannot be recovered. Small Business card transactions can be recovered via the Get Transactions button. 

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Comments

  • Avatar
    Theresa Davenport

    How are items deleted that were imported from credit cards?

  • Avatar
    Candice Camfferman

    Hello Theresa,

    This process varies depending on your companies configurations. I will reach out to you directly for more information.

    -Certify Support

  • Avatar
    Craig Reese

    Same question as Theresa .. I have users with CC import transactions that I want to mass delete and I only see option to import into wallet.

  • Avatar
    Craig Reese

    Send response back to : Monica Nunez vs Craig Reese account

  • Avatar
    Jillian McLeod-Tardiff

    Hi Craig!

    If your company has a setting called Read Only Credit Card, users cannot delete imported credit card charges. In this case, your company's internal Certify Administrator can toggle that setting off and delete imported credit card charges for you. You can find their contact information by clicking Support at the top of your page.

    I will also reach out to you and Monica directly.

    Edited by Jillian McLeod-Tardiff
  • Avatar
    Jmalone-sm

    I accidentally deleted an expense. How do I retrieve it?

  • Avatar
    Allison Dickey

    Hello John,

    Unfortunately, we do not have a way to recover deleted or lost receipts. I recommend reaching out to your System Administrator to see what your company's policy is in regards to missing receipts. You can find your System Administrator's contact information by clicking on "Support" at the top right hand side of your screen and viewing the "Your System Administrator" box.

    Regards,
    Your Certify Support Team

  • Avatar
    Jing Feng

    Hi Allison,

    Our staff process their expense report but because they took the receipts twice and they have submitted the company credit card expense report for approval. The duplicated receipts cannot be deleted. is there any way that we can fix this issue? thanks

    Jing

  • Avatar
    Allison Dickey

    Hi Jing,

    I have sent you an email so that I can gather some additional information.

    Regards,
    Your Certify Support Team